This amount will be subtracted from your retained billables
before HST.
Refer to the invoice number in Clio.
Allowance bump: +0.5% per year (max +10%).
Allowance bump: +0.5% per blog (max +1%).
Allowance bump: +1% per script (max +2%).
Make sure to export from Clio in CSV format with visible columns
only.
Add custom charges (e.g., flat fees, consulting, or other services) that aren't captured in the Clio CSV. These can be used with or without a CSV upload.